This is your chance to dive into how I can help you reach your personal and financial milestones. Whether you’re planning for retirement, looking to optimize your investments, or need tailored financial advice, this call is the starting point.

What we’ll do: introduction, your story, Q&A, next steps

Cost: free

This meeting will be recorded via Zoom.

You may opt out of recording at any time — by email before the meeting or directly during the session. You may also request deletion of the recording in writing. The recording will be available upon request or in your client dashboard.

Please review our terms and conditions, privacy policy, and Initial disclosure before the meeting:

👉 General Terms and Privacy Notice (PDF)

👉 Initial Disclosure (Erstinformation Hecking) (PDF)

👉 https://www.financemate.de/about/privacy-policy